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UnitedHealth

3,352 hedge funds and large institutions have $397B invested in UnitedHealth in 2024 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 1,531 increasing their positions, 1,304 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,352
Holders Change
-41
Holders Change %
-1.21%
% of All Funds
48.59%
Holding in Top 10
238
Holding in Top 10 Change
-124
Holding in Top 10 Change %
-34.25%
% of All Funds
3.45%
New
177
Increased
1,531
Reduced
1,304
Closed
168
Calls
$3.56B
Puts
$4.05B
Net Calls
-$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Shares
Change %
WM
1251
Whitford Management
New York
$4.48M -$12.5M -25,361 -74%
CIP
1252
Capital Insight Partners
Arizona
$4.47M +$164K +332 +4%
FWP
1253
FAS Wealth Partners
Kansas
$4.47M +$32.6K +66 +0.7%
STA
1254
Summit Trail Advisors
New York
$4.46M +$446K +901 +11%
WBC
1255
West Branch Capital
Massachusetts
$4.45M +$299K +604 +7%
EBT
1256
Enterprise Bank & Trust
Massachusetts
$4.43M -$171K -346 -4%
DBG
1257
De Burlo Group
Massachusetts
$4.42M -$297K -600 -6%
LA
1258
Lindenwold Advisors
Pennsylvania
$4.42M -$96.5K -195 -2%
IFAM
1259
Institutional & Family Asset Management
Colorado
$4.4M +$90K +182 +2%
CAMG
1260
CWA Asset Management Group
Florida
$4.4M +$571K +1,155 +15%
JFGIW
1261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.36M -$46.5K -94 -1%
CAM
1262
Centre Asset Management
New York
$4.35M -$238K -482 -5%
CC
1263
Constitution Capital
Connecticut
$4.34M -$191K -386 -4%
UF
1264
Univest Financial
Pennsylvania
$4.33M -$1.56M -3,149 -26%
DC
1265
DeDora Capital
California
$4.32M -$148K -299 -3%
AAMU
1266
AEGON Asset Management (UK)
United Kingdom
$4.31M -$955K -1,931 -18%
EFM
1267
E Fund Management
China
$4.31M +$3.39M +6,843 +367%
Koshinski Asset Management
1268
Koshinski Asset Management
Illinois
$4.31M +$1.43M +2,883 +49%
HWAM
1269
Hennion & Walsh Asset Management
New Jersey
$4.29M +$372K +751 +9%
OIA
1270
Optimum Investment Advisors
Illinois
$4.29M +$7.42K +15 +0.2%
CBB
1271
Citizens Business Bank
California
$4.29M -$80.1K -162 -2%
SEEDPG
1272
S.E.E.D. Planning Group
New York
$4.28M +$716K +1,448 +20%
BAM
1273
Belpointe Asset Management
Nevada
$4.28M +$427K +864 +11%
BHPW
1274
Beverly Hills Private Wealth
California
$4.28M +$110K +223 +3%
ACM
1275
Alcosta Capital Management
California
$4.28M -$15.3K -31 -0.4%